The hottest OLED China Japan South Korea three bod

  • Detail

OLED's China, Japan and South Korea "three body game"

on a certain day and month in 2019, at the press conference of a certain manufacturer, x, who is a model of science and technology, always stepped onto the stage, and the ultra wide screen behind him shows the next generation of five big characters. On a certain day and in a certain month in 2019, at the press conference of a certain manufacturer, x, who is full of science and technology, came onto the stage, and the ultra wide screen behind him showed the next generation with five big characters. Then, a slowly emerged that could be folded in a fancy way, and paused for a few seconds, leaving enough time for the fans to sing. The various media photographed the shutter from all angles, and collectively waited for the speaker to tell a development story of burning flowers and sundials day and night with a choking voice

if the above plot was the same, it was intentional

since iphonex was equipped with OLED screens, manufacturers have focused on the update of product forms, and various folding screens have emerged one after another, which has also promoted the global display panel industry, especially OLED screens, to a sunrise era in the public's mouth

at present, the three rising suns are China, Japan and South Korea. Will their mutual traction and rotation turn into survival purgatory like the three bodies, or will they temper the new universe in the field of materials

oled iteration: the burgeoning three body game

what is sacred about OLED, which makes manufacturers crazy

here is a simple opening for children and friends. The traditional LCD screen relies on the backlight layer to emit light, and the LCD layer polarization to achieve the display effect, just like the moon can only emit the light of the sun. However, OLED (organic light emitting diode) itself is a light emitter, and it does not need to rely on the backlight layer and liquid crystal layer. Each pixel can control the lighting and extinguishing effects by itself

this brings two benefits: first, the display effect is better. After removing the multi-layer influence, the reaction speed of pixels is faster, which can achieve stronger contrast, and the picture is more bright and colorful. There will be no black in front of you, and what white you say is white

second, because it can be made thinner, it can save more power consumption, and has the appearance characteristics of bending and curling, which establishes the basic premise for flexible folding screen and visual interaction creativity

oled's China Japan South Korea three body game

at a time when people are generally more in pursuit of the immersion and interaction of images, both home and large screens have put forward higher requirements for screen materials. OLED is obviously a specific drug to break the saturation and innovation deadlock of screen display consumption hardware

trendforce points out that by 2020, the adoption rate of OLED screens using industrial advanced epoxy or polyurethane based powder adhesives to stabilize unidirectional fabric laminations will reach 50%. It is precisely because of this potential that various screen factories compete to enter the game. At this point, three distinct groups of national forces have also been formed:

South Korea team at the height of the sun

it's a three body game. In fact, in the current OLED market, only the Korean team is as dazzling as the sun. The reason is also very simple. At present, South Korea has the highest OLED share

as we all know, the whole South Korea is owned by Samsung. According to the data, Samsung, LGD (LG display) and other Korean enterprises have a total market share of 88.5%, of which Samsung accounts for more than 90%, and is currently the only brand in the world that makes large-scale money in this field

oled's China, Japan and South Korea trisomy game

in addition to gaining undoubted dominance in the market, South Korea's complete layout in the OLED industry chain also makes its competitive strength king. Among them, there is time accumulation. For example, Samsung Electronics of South Korea began to make OLEDs in 2000 and flexible OLEDs in 2005. It has more than 10 years of production accumulation and has more experience in large-scale production, yield control and cost optimization

of course, this does not mean that the South Korean team has no weaknesses. For example, South Korea is one of the largest purchasers of OLED core raw materials in Japan. In July this year, Japan controlled the fluoropolyimide used in OLED panels exported to South Korea, which accurately hit 2. Working principle of refrigeration of low-temperature impact testing machine: both high and low refrigeration cycles adopt a reverse Karo cycle of seven inches. In addition, China's display panels have gradually achieved mass production of OLEDs and become a powerful market divider. IHS once predicted that Samsung's market share in OLED panels will decline from 95% to 52% in 2020, and BOE's market share will reach 15%, replacing LGD to become the world's second-largest manufacturer

the farewell of the Korean team to the iron throne will be the highlight of the coming period

the changing Japanese team

the Japanese team has reappeared in OLED vision in recent years

in fact, it is not too late for the Japanese panel industry to enter this field. As early as 2007, Sony launched the world's first OLED TV

however, on the one hand, due to the immature technology and the limitation of manufacturing process, the yield of mass production of large-size OLED TVs has problems. In addition, Japan as a whole has been affected by the 2008 financial crisis, relevant enterprises have also begun to shrink for the winter, and this business opportunity has been ceded to South Korea

but this does not mean that the Japanese team has completely given up. First of all, the manufacturing equipment and raw materials needed to produce OLED displays, especially the most critical evaporation equipment, are firmly in the hands of Nikon and canon. The second card is technical advantage. For example, inkjet printing technology, which can significantly reduce the cost of large-scale OLEDs, has become an important opportunity for the collective optimism of the Japanese display industry

at the end of 2019, Japanese panel manufacturer joled also built the first printed OLED production line. The monthly production capacity of this generation 5.5 line reaches 20000 pieces, mainly producing medium-sized OLEDs for automotive, medical and other high-end displays. It is expected to be put into mass production in 2020

oled's China Japan South Korea trisomy game

it can be said that since 2018, Japanese enterprises' attitude towards OLED has been intensifying for a long time. Sharp officially launched a new model with self-made OLED panels in the fourth quarter of 2018, and Sony, Panasonic and Toshiba are also vigorously launching OLED TVs

however, objectively speaking, the shipments of Japanese enterprises in OLED displays have not yet formed a scale. Coupled with the long-term game with monopoly Samsung, whether their historical advantages in the industrial chain and the strong cognition of 3C brand can be carried forward in the next consumer market is like brewing a new planet in a destroyed stellar dust cloud. The conditions and time required are full of uncertainty

the rising sun rises to the Chinese team

in 2019, we are fortunate to see many breakthroughs in China's panel industry

BOE, a relatively leading Chinese panel manufacturer, has achieved mass production of small and medium-sized OLEDs, and recently announced that it will join Apple's supply chain. Once implemented, it will replace LGD as the second largest OLED display supplier of iPhone, breaking the monopoly of South Korea

oled's China Japan South Korea trisomy game

in addition, csot, Hehui optoelectronics, Ruoyu technology, shentianma, vicino, etc. have also accelerated the pace, and the production capacity of domestic AMOLED screens has been continuously improved. It is expected to reach 11.31 million square meters in 2022, accounting for 33.4% of the global total production capacity, only second to South Korea. On the whole, China has become the world's most important manufacturer of liquid crystal panels, and its production capacity is expected to be gradually released on a large scale in 2021

of course, domestic manufacturers are mostly concentrated in the fields of mid and downstream panels, modules and so on. Manufacturing equipment and organic materials need to rely on Japanese, Korean, European and American enterprises, which leads to high costs and will hinder the subsequent market outbreak to a certain extent

from another perspective, China's huge terminal application scope: the consumer market, as well as the tendency and cost advantage of localized procurement, will also become the key variables for the birth of new stars

beyond time: the intersection of new and old stars

from the characteristics of various national teams, China and South Korea are the two suns most likely to produce gravitational effects first. Then, as a new star, how to speed up its own nuclear fusion reaction determines the intensity of energy in the future

it is obviously unrealistic to make up for the shortcomings in all aspects at one time. A Tianji horse racing troop formation is quite important:

first of all, sophisticated manufacturing technology has become an element to ensure that the Chinese team wins a larger market. OLED screens have very high requirements for production progress. For example, in the evaporation process, FMM, that is, fine mask plate, is used, which will directly affect the yield of evaporation. At present, the mainland manufacturers' technical ability in this aspect is still relatively low, which also leads to difficulties in improving the yield. Even for OLED displays of manufacturers, we should also see that the samples are not clamped, and the yield of the positive display screen is 0, and none of the produced panels is usable, which brings great difficulties to the market development

oled China Japan South Korea three body game

in addition, the comprehensive support of the industrial chain is also a key element to ensure its own safe growth in the current international situation. Judging from the current situation, small molecule luminescent materials are mainly concentrated in the hands of Japanese and Korean manufacturers, while luminescent materials with high patent barriers and some high-end process materials are controlled by European and American manufacturers, which may be difficult to change in a short period of time

in addition to mainland manufacturers continuing to tackle key problems and make breakthroughs upstream, the mid-range and lower end industrial chains that dominate China, such as 3C products, have constrained global business formats through comprehensive layout. For example, Huawei shipped more than 200million smart phones worldwide in 2018, of which BOE, as its main supplier of OLED screens, has become a key boost

at the same time, looking for new fields, such as giving up the evaporation mode to explore ink-jet printing, or taking the lead in tackling micro led and leading the industrial technology iteration, so as to seize the first mover advantage. In addition, China's accelerated evolution in the era of 5g communication and IOT in the future will also play an important security buff for China in OLED trisomy games

"three bodies" once mentioned the basic law of the universe, the dark forest, and believed that every civilization is a hunter with a gun, that is, to hide themselves and wait for opportunities to find sneaking enemies. Whether others are hell is unknown, but if you want to eliminate the eternal threat, you will always reach higher ground earlier than others. This may be the industrial equation we can write from the changes in OLED in China, Japan and South Korea

Copyright © 2011 JIN SHI